Practice Management Primer, Pt. 6: How to Benchmark Your Firm
Evaluating your practice management plan’s effectiveness is crucial, as is benchmarking your firm against your peers.
Integration Key to Tech Advantage
Technology is a pervasive part of any industry and one that is constantly changing.
Your Silver Bullet
At a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.
Building Trust With Tech
Frank Maiorano’s vision for clearing and custodial firm Trust Company of America includes a cutting-edge push into tablet technology.
Orion Releases Rebalancing Capabilities at 'Household' Level
Orion Advisor Services announced on Monday that a redesigned version of its Advisor Desktop portfolio management suite is available that will help advisors create tax efficient strategies at the household level.
At FPA San Diego, Technology Roundtable Says Integration Has Arrived
Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.
What’s Next for ETFs?
The second day of the 'Empowering Investment Advisors' conference kicked off in Denver on Tuesday with a look ahead at the ETF space. The conference was jointly hosted by back-office provider Orion Advisor Services and do-it-yourself alternative investment developer Gemini Fund Services.
Advent Software to Acquire Black Diamond for $73 Million
Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.
Better Advising Through Technology
When I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
Orion Advisor Services App Co-opts Social Networking Design
Orion Advisor Services, a portfolio accounting service provider for registered investment advisors, announced a new release for its Advisor Desktop Monday. The upgrade includes new...